Automation Software for Finance Consultancies

Finance consultancies are well-positioned to offer services that directly impact client cash flow. Beyond strategic advice, you can deliver operational improvements through technology. By packaging receivables automation as a managed service, you create a distinct, high-value offering that complements your core consultancy. This moves your firm from a purely advisory role to a technology-enabled service provider, securing recurring monthly revenue. We provide the underlying software, enabling you to focus on client strategy and management. This approach allows you to expand your service catalogue without substantial internal development, using proven tools to solve a persistent client problem: late payments.

The most immediate opportunity lies in credit control. Many of your clients, particularly SMEs, lack a systematic process for chasing overdue invoices, which directly affects their financial stability. You can implement and manage an automated system that handles invoice reminders, escalations, and risk scoring based on payment behaviour. This service is straightforward to define, scope, and sell. For clients with more complex financial operations, such as those in marketplaces or project-based industries, future opportunities in areas like automated revenue splitting and document management are also emerging. We can help you prepare for these developments.

AutoSettle is our primary tool for consultancies focused on financial operations. It is designed to automate the credit control process. The system connects with a client's existing accounting software to monitor invoice statuses. Based on rules you configure, it automatically sends chasing communications to debtors, escalating the tone and frequency as invoices age. It also includes risk-scoring features to flag consistently late payers, allowing you to provide deeper insights to your clients. For your own practice, AutoSettle can be used internally to manage your firm's receivables, ensuring your own invoices are paid promptly while you deliver services to clients.

We also facilitate introductions for specific, high-value use cases. Through our partnership with Sell Ltd, we can provide a confidential route for your clients—or for your own partners—who are considering a business sale. For consultancies serving clients in the financial trading sector, discussions around specialist partnerships with GoldHunts may be appropriate. These are handled on a case-by-case basis and do not involve any resale of software or redistribution of data. The focus is on creating a direct, strategic arrangement between the relevant parties, with your consultancy acting as the trusted introducer.

Deploying a solution like AutoSettle for a client follows a structured process. The initial phase involves integrating the software with the client's accounting platform. Once connected, you work with the client to define the logic for the automation: the timing and content of reminder emails, the criteria for escalating a case for manual review, and the parameters for risk scoring. This setup phase typically constitutes a one-off project, for which you can charge a setup fee. The configuration is managed through a web application, requiring no direct coding from your team. We provide the support necessary for your team to manage this process effectively.

Once the system is live, the opportunity for a recurring management retainer begins. Your team provides ongoing oversight, managing the edge cases and escalations that the automation flags for human attention. You would monitor system performance, provide the client with monthly reports on metrics like debtor days and payment patterns, and suggest adjustments to the chasing strategy. This ongoing management becomes a productised service. For pricing, most agencies adopt a model combining an initial setup fee with a monthly retainer, sometimes tiered based on the client's invoice volume or the complexity of the workflow you are managing.

A typical client for this service might be a B2B services firm with a small finance team struggling to manage a high volume of invoices. They experience inconsistent cash flow due to late payments. As their finance consultancy, you identify this operational weakness during a quarterly review. You propose a managed credit control service powered by AutoSettle. The scope of work includes an initial setup project and an ongoing monthly management retainer. You present this as a way to improve their financial health with minimal disruption to their team, as your consultancy will manage the entire process.

Upon agreement, your team connects AutoSettle to their accounting system. You configure a three-stage automated reminder sequence for overdue invoices and set up risk alerts for customers who are repeatedly late. In the first month of operation, the system successfully chases and secures payment for a significant number of outstanding invoices. Your team handles two escalations flagged by the system, making direct contact with the client's debtors. At the end of the month, you provide the client with a clear report showing the reduction in overdue receivables and an analysis of their customer payment behaviours, reinforcing the value of your service.

AutoThink is continually developing software to support agency partners. We have several planned products relevant to finance consultancies. AutoSplit is being developed to address complex payment workflows, enabling automated revenue allocation and split payments for businesses like marketplaces or joint ventures. For your own operations, Best Proposals is a planned tool to help standardise your proposal creation and track client engagement after sending. We are also developing Write Manage, designed to bring structure to document-centric workflows, helping clients create, organise, and manage critical financial and legal documents.

These pipeline products represent future services you can begin planning for. Offering managed document workflows with Write Manage or implementation services for revenue-splitting logic with AutoSplit could become significant new revenue streams. We invite agencies and consultancies to register their interest in these planned solutions. This provides an opportunity to discuss your clients' specific requirements and understand how our future developments can align with your firm's strategic direction. Early conversations help ensure the final products meet the practical needs of the market you serve.

The opportunities described here are based on common client needs. However, the best automation strategies are tailored to specific commercial challenges. We encourage you to discuss your firm’s objectives and your clients' specific requirements with our team. Whether you are looking to package a managed credit control service for the first time, or exploring more complex workflow automation for a key account, a direct conversation is the most effective next step. We can walk you through the capabilities of our live products and provide insight into our development roadmap.

The commercial model for partnering with AutoThink is flexible. There is no standard reseller programme; instead, we establish arrangements that fit your service delivery model. This might involve you purchasing software access to deliver a managed service, or a different structure depending on the product and use case. The possibility of white-labelling or custom branding is discussed on a product-by-product basis. To begin the conversation, contact us to schedule a brief introductory call with our agency partnership team.